JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,377
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$135M
3
+$32.5M
4
ORCL icon
Oracle
ORCL
+$31.1M
5
LUV icon
Southwest Airlines
LUV
+$25.5M

Top Sells

1
+$62.7M
2
+$61.5M
3
+$56.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$38.6M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$38.5M

Sector Composition

1 Technology 14.49%
2 Healthcare 11%
3 Communication Services 10.24%
4 Financials 8.76%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$298K ﹤0.01%
+17,872
952
$296K ﹤0.01%
11,219
+1,687
953
$296K ﹤0.01%
7,279
+2,217
954
$294K ﹤0.01%
+9,382
955
$294K ﹤0.01%
11,919
-15
956
$294K ﹤0.01%
19,500
957
$294K ﹤0.01%
2,911
-34,995
958
$294K ﹤0.01%
14,334
+3,264
959
$293K ﹤0.01%
488
960
$292K ﹤0.01%
114,368
+24,118
961
$291K ﹤0.01%
49,092
+21,502
962
$291K ﹤0.01%
10,345
-3,500
963
$289K ﹤0.01%
31,656
-910
964
$289K ﹤0.01%
+7,096
965
$289K ﹤0.01%
+3,985
966
$288K ﹤0.01%
8,612
-6,951
967
$287K ﹤0.01%
15,145
968
$286K ﹤0.01%
11,908
+2,839
969
$286K ﹤0.01%
3,420
-1,042
970
$285K ﹤0.01%
6,013
+618
971
$284K ﹤0.01%
11,679
-96,551
972
$284K ﹤0.01%
12,296
-8,734
973
$283K ﹤0.01%
+7,415
974
$283K ﹤0.01%
4,038
+184
975
$283K ﹤0.01%
+4,385
37 38
39
40 41